- Truist (Dallas, TX)
- …relative to sales and relationship management in the Wealth Brokerage/Advisory industry . 3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or ... the Regional Director to provide education and options for succession planning and book transitions to Advisors. 17. Effectively partner with National Sales to… more
- Vaco (Dallas, TX)
- …the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in ... implementation. As Director of Business Development Manager and experienced sales leader, you will work with high caliber Recruiters...notes, and information vital to managing and growing a book of business as well as planning daily activities.… more
- Avanade Inc. (Dallas, TX)
- …this role, we are looking for people with experience in net new sales where you are selling digital transformation and consulting services (eg cloud implementation, ... transformation deals, leading, and running many of the entire sales cycles. * You will drive new and incremental...Experience with Microsoft, and other partners to grow their book of business. * Experience anticipating, identifying, and applying… more
- USG Insurance Services, Inc. (Arlington, TX)
- …oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your ... are crucial to collaborate with our partners, aiming to cultivate a profitable book of business. Responsibilities include : + Develop a network of relationships with… more
- Fiserv (Austin, TX)
- …and/or sales to C-Level executives within the financial services industry . + 8+ years of experience in professional communication including verbal, written, ... high levels of performance in the following areas: + Sales of add-on products and services + Consult with...managing a mid-market (>$10B) to large (>$100B) financial institutions book of business related to digital product / service… more
- Wells Fargo (Colleyville, TX)
- …with customers and partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations ... and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- The Cigna Group (Houston, TX)
- …personal relationships with decision-makers and other key stakeholders. + Industry Expertise: Deeply understand your clients' businesses, their industries, and ... is heard and valued. + Market Insights: Keep clients informed about the latest industry trends, helping them stay ahead of the curve and leveraging Cigna's solutions… more
- Thrivent Financial (San Antonio, TX)
- …their first opportunity, career changers, and professionals currently working in the financial industry , with the goal of joining the team as a financial advisor ... + Resident state Life, Health and Annuity + Securities Industry Essentials + Series 6/63 or 7/66 (7/63 and...expect After licensing and training, you'll start building your book of business with the ultimate goal of joining… more
- WTW (Dallas, TX)
- …oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other ... If you're client centric, interested in affiliating with an industry leader and committed to helping clients unlock their...this specific job opportunity. **The Role** + Manage a book of business, with expectations to retain year over… more
- The Davey Tree Expert Company (Houston, TX)
- …Duties** **Responsibilities:** * Manage and monitor daily operations and assigned book of business to ensure client expectations and contract specifications are ... strategies to achieve new contracts, contract enhancements, and renewal sales goals. * Build and maintain a network of...maintenance schedules. * Pursue professional development in the horticultural industry and stay current on industry events… more